# anysite-crm-account-brief

> Claude/Codex skill by [@anysiteio](https://omgskills.com/library/anysiteio/index.md) · 20 stars · Updated 2026-10-05

Pre-meeting brief for an account that lives in the connected CRM - what the CRM already knows (fields, contacts, history) merged with fresh outside data (funding, exec changes, news, key people's recent LinkedIn activity) into a one-page brief with talking points. Read-only. Use when the user preps for a call/meeting/demo with a CRM account or asks for account research in the context of their pipeline. Requires an active CRM connection - for briefs on arbitrary companies without CRM context, other research skills apply.

## Install

```sh
git clone https://github.com/anysiteio/agent-skills /tmp/agent-skills && ln -s /tmp/agent-skills/plugins/anysite-gtm/skills/anysite-crm-account-brief ~/.claude/skills/anysite-crm-account-brief
```

## From README

CRM Account Brief One account, twenty minutes of research, one page the user can read in the elevator. Flow CRM context (if connected) What we already know: fields, mapped scores/signals, who we talk to, what stage. The brief must not contradict the CRM — where outside data disagrees (e.g. new title), flag it as an update candidate for anysite-crm-enrich/anysite-crm-champions. Company snapshot companies/resolve {website: " ", count: 3} → the right candidate → company: ; searchsqlcompanies {urn: \["fsdcompany: "\]} → description, specialities, locations, employeecount, crunchbasealias. crunchbase/company {company: } (free alias; live crunchbase/search only when it is empty — 20cr, verify name+domain) → funding history, leadershiphires\[\] (often empty for smaller companies — not a negative), news\[\], layoffs\[\], investors.

## Links

- HTML page: https://omgskills.com/library/anysiteio/agent-skills/plugins/anysite-gtm/skills/anysite-crm-account-brief/
- GitHub: https://github.com/anysiteio/agent-skills
- Author: [@anysiteio](https://omgskills.com/library/anysiteio/index.md)

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